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Carter Bankshares
CARE

Overview Fund Activity

81 hedge funds and large institutions have $145M invested in Carter Bankshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 16 closing their positions.

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
21
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$36K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$8.02M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.82M
3
BlackRock
3
BlackRock
New York
$25.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.2M
5
American Century Companies
5
American Century Companies
Missouri
$3.81M

Top Sellers

1
HCM
1
Huber Capital Management
California
$3.58M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$875K
3
BCM
3
BHZ Capital Management
California
$0
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$169K
5
VIA
5
Virtus Investment Advisers
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$25.9M +$1.76M +117,333 +7%
AllianceBernstein
2
AllianceBernstein
Tennessee
$20.5M -$160K -10,671 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.4M +$197K +13,158 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.2M +$1.25M +83,817 +13%
FL
5
Fourthstone LLC
Missouri
$8.02M +$4.09M +273,159 +104%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.22M +$204K +13,594 +3%
State Street
7
State Street
Massachusetts
$7.02M +$58.5K +3,910 +0.8%
PU
8
Petiole USA
New York
$5.94M – – –
Morgan Stanley
9
Morgan Stanley
New York
$3.82M +$2.54M +169,971 +199%
American Century Companies
10
American Century Companies
Missouri
$3.81M +$474K +31,638 +14%
HCM
11
Huber Capital Management
California
$3.58M -$2.17M -145,005 -38%
Northern Trust
12
Northern Trust
Illinois
$3.05M +$111K +7,425 +4%
BCM
13
Bridgeway Capital Management
Texas
$2.75M +$97.7K +6,528 +4%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$1.43M +$346K +23,085 +32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.34M -$42K -2,806 -3%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.12M -$62.9K -4,200 -5%
EF
17
Empowered Funds
Pennsylvania
$1.09M +$97.7K +6,528 +10%
First Manhattan
18
First Manhattan
New York
$1M – – –
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$991K +$8.1K +541 +0.8%
RFC
20
Regions Financial Corp
Alabama
$973K – – –
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$939K +$232K +15,473 +33%
Charles Schwab
22
Charles Schwab
California
$929K -$26.8K -1,787 -3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$875K -$1.42M -94,551 -62%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$690K -$199K -13,300 -22%
PAM
25
Panagora Asset Management
Massachusetts
$679K – – –
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